Kellie Walter is a Senior Associate with SC&H Financial Advisors and possesses more than 17 years of industry experience. With 12 of those years at SC&H, Kellie provides valuable support to the financial advisory team and assists in the delivery and implementation of financial plans. Each client situation is different, and her extensive experience in customer service, operations, and personal financial planning gives Kellie a unique understanding of short-term and long-term planning goals and objectives.
Kellie’s various roles throughout her professional career have given her a wealth of understanding pertaining to financial services account management and operations. During her time with SC&H, Kellie has been nominated twice by her coworkers for the SC&H Employee Recognition program for her hard work and dedication.
A graduate from Frostburg University with a bachelor’s degree in business administration with a concentration in marketing, Kellie also maintains her Series 65 license and is a registered investment adviser representative.
A board member and coach for the Hereford Soccer Club and the Director of her community’s Home Owner’s Association, she enjoys staying active in her community.
The mother of five sons, Kellie is always busy – at work, at home, and on the soccer field – and jokingly refers to her coaching as her second full-time job.
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